Move your agency off Excel sheets and WhatsApp groups
Last reviewed by the Agency Cloud team at Nilede Technologies
Short answer
Many small agencies run on an invoice template in Excel, a sheet of leads, and a WhatsApp group where people say they have reached the office or need leave. Agency Cloud replaces all three: invoices with automatic reminders, a lead pipeline with follow-ups, and check-in, leave and payroll that keep their own records. The free plan has no time limit.
- Invoice numbers, totals and taxes worked out for you
- Payment reminders go out by themselves
- Follow-ups you will not forget
- Attendance and leave with a record you can trust at month end
Agency Cloud and Excel and WhatsApp side by side
| Agency Cloud | Excel and WhatsApp | |
|---|---|---|
| Invoice numbering and totals | Automatic | By hand |
| Payment reminders | Sent on a schedule | Remembered by someone |
| Lead follow-ups | Reminders by email and notification | Easy to miss |
| Attendance and leave | Check-in within the office radius, leave balances | Messages in a group |
| Payroll | Worked out from attendance and leave | Formulas and manual checks |
| Access control | Roles and permissions | Anyone with the file |
What Excel and WhatsApp offers is taken from its own website on the review date. Check the source below for current plans and prices.
How long does it take to switch?
Creating a company takes about two minutes: name, currency, financial year and tax rates. Add your customers as you invoice them, invite your team with a role each, and set your office location for check-in. A checklist in the app shows what is left.
When Excel and WhatsApp is the better choice
- You send only a handful of invoices a year and have no employees.
Questions
Can I keep my old invoice numbers?
New invoices follow a monthly series (for example INV-261001). Your old invoices stay in your files for reference.
Is my data safe?
Each company’s data is kept separate, bank and ID details are encrypted, and you can turn on two-factor sign-in and passkeys. The owner can export all company data at any time.